Category Archives: Economic Analysis
You know something went wrong when you see and hear the same memes and no original thinking. This time is different because many people can make profits without understanding markets due of economic policies and price level control.
This time is different. Nothing changes until it does and it just did this year.
Many analysts still struggle with equity valuations. This is an exercise in futility in this new era of investors looking for a “store of value.”
Although the correlation between the stock market and the U.S. dollar does not in general imply any causation, with high certainty we can say that year-to-date stock index returns are for the most part related to currency fluctuations.